Artwork

Innehåll tillhandahållet av View Legal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av View Legal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

#88 – Trust Horror Stories… the 8th Edition

45:25
 
Dela
 

Manage episode 419399284 series 1164419
Innehåll tillhandahållet av View Legal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av View Legal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Many specialist advisers have business plans that consist of one word – ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2024 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

  1. What could possibly go wrong?
  2. Directors, wet signing and banks being banks
  3. Home sweet home … trusts and land tax
  4. Tax law v property law … and the winner is?
  5. Save Ferris!: owning assets on trust for oneself

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

Listen to View’s previous episodes here.

  continue reading

12 episoder

Artwork
iconDela
 
Manage episode 419399284 series 1164419
Innehåll tillhandahållet av View Legal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av View Legal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Many specialist advisers have business plans that consist of one word – ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2024 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

  1. What could possibly go wrong?
  2. Directors, wet signing and banks being banks
  3. Home sweet home … trusts and land tax
  4. Tax law v property law … and the winner is?
  5. Save Ferris!: owning assets on trust for oneself

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

Listen to View’s previous episodes here.

  continue reading

12 episoder

Alla avsnitt

×
 
Loading …

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

 

Snabbguide

Lyssna på det här programmet medan du utforskar
Spela